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HSBC Financial Services Fund Direct Growth

EquitySector - Financial Services

12.04

0.05(0.40%)

NAV as on 09 Dec, 2025

CAGR

19.91%

Top Performer

This scheme has consistently delivered the best returns in its Sector - Financial Services category across .

Returns

AUM (Crs.)761.38
Expense Ratio0.99 %
Sharpe Ratio / Category Average- / 0.61
Standard Deviation / Category Average- / 14.79
Beta / Category Average- / 0.98
Portfolio Turnover / Category Average877.39 / 107.04
Top 5 Stocks Wt.28.92
Top 10 Stocks Wt.48.31
Top 3 Sectors Wt.89.81
Investment StyleLarge Growth
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Market Cap

Concentration

No. of Stocksundefined
Avg. Market Capundefined
Top 10 Stocksundefined%
Top 5 Stocksundefined%
Top 3 Sectorsundefined%

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Fundamentals

Measures	Fund	Category Average

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Gautam Bhupal
Launch Date27 Feb, 2025
BenchmarkS&P BSE 500

Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses. There is no assurance that the investment objective of the scheme will be achieved

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